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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,404 | $108,882-47.3% | $96,754-40.7% | $154,746-62.9% |
| Participation rate | 58.8% | 75.1%-16.3pp | 70.3%-11.5pp | 80.7%-21.9pp |
| Annual return | 16.45% | 98.39%-81.9pp | 82.04%-65.6pp | 172.34%-155.9pp |
| Employer contribution / active EE | $2,011 | $3,018-33.4% | $2,679-25.0% | $4,379-54.1% |
| Participant deferral / active EE | $3,574 | $5,323-32.8% | $4,758-24.9% | $6,730-46.9% |
| Admin fee / account holder | $2,846 | $10,200-72.1% | $8,905-68.0% | $14,365-80.2% |